Sunbelt Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sunbelt Securities’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Buy	30,821 +573	+2%	+$39.7K	0.13%	137
2025 Q4	$2M	Sell	30,248 -564	-2%	-$36.9K	0.13%	132
2025 Q3	$2.01M	Buy	30,812 +3,109	+11%	+$200K	0.14%	129
2025 Q2	$1.73M	Buy	27,703 +2,008	+8%	+$118K	0.15%	126
2025 Q1	$1.5M	Sell	25,695 -2,008	-7%	-$125K	0.13%	129
2024 Q4	$1.72M	Buy	27,703 +4,044	+17%	+$259K	0.15%	127
2024 Q3	$1.47M	Buy	23,659 +300	+1%	+$18.1K	0.14%	144
2024 Q2	$1.37M	Buy	23,359 +721	+3%	+$42.4K	0.14%	144
2024 Q1	$1.38M	Sell	22,638 -882	-4%	-$49.9K	0.15%	137
2023 Q4	$1.3M	Buy	23,520 +3,815	+19%	+$193K	0.16%	142
2023 Q3	$983K	Buy	19,705 +3,520	+22%	+$184K	0.14%	166
2023 Q2	$846K	Buy	16,185 +3,455	+27%	+$172K	0.12%	183
2023 Q1	$626K	Buy	12,730 +960	+8%	+$48.9K	0.1%	223
2022 Q4	$569K	Buy	11,770 +20	+0.2%	+$966	0.11%	225
2022 Q3	$515K	Buy	11,750 +2,940	+33%	+$142K	0.11%	225
2022 Q2	$399K	Sell	8,810 -1,330	-13%	-$65.7K	0.08%	283
2022 Q1	$552K	Sell	10,140 -765	-7%	-$40.7K	0.1%	233
2021 Q4	$581K	Sell	10,905 -1,320	-11%	-$73.5K	0.09%	241
2021 Q3	$638K	Hold	12,225	–	–	0.11%	215
2021 Q2	$638K	Buy	12,225 +1,370	+13%	+$74K	0.11%	215
2021 Q1	$565K	Buy	10,855 +270	+3%	+$13.5K	0.11%	219
2020 Q4	$487K	Buy	10,585 +55	+0.5%	+$2.32K	0.1%	232
2020 Q3	$391K	Buy	10,530 +550	+6%	+$20.6K	0.11%	225
2020 Q2	$355K	Sell	9,980 -51,855	-84%	-$1.72M	0.12%	202
2020 Q1	$2.21M	Buy	61,835 +24,085	+64%	+$895K	0.09%	90
2019 Q4	$1.4M	Buy	37,750 +1,475	+4%	+$58.5K	0.15%	146
2019 Q3	$1.4M	Buy	36,275 +26,770	+282%	+$1.03M	0.16%	138
2019 Q2	$369K	Sell	9,505 -620	-6%	-$23.8K	0.16%	166
2019 Q1	$384K	Buy	10,125 +1,625	+19%	+$60K	0.19%	148
2018 Q4	$282K	Buy	8,500 +3,055	+56%	+$111K	0.16%	164
2018 Q3	$219K	Sell	5,445 -55	-1%	-$2.21K	0.12%	202
2018 Q2	$214K	Buy	+5,500	New	+$212K	0.13%	196

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sunbelt Securities's IJH Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, buying an estimated $39.7K and bringing the position to 30,821 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #137.

Sunbelt Securities first reported a position in IJH in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.21M in Q1 2020. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sunbelt Securities held 30,821 shares of iShares Core S&P Mid-Cap ETF worth $2.08M as of Q1 2026.
Sunbelt Securities bought 573 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $39.7K.
iShares Core S&P Mid-Cap ETF made up 0.13% of Sunbelt Securities's portfolio in Q1 2026, its #137 holding.
Sunbelt Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Sunbelt Securities's iShares Core S&P Mid-Cap ETF position peaked at $2.21M in Q1 2020.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.